GUIDES & TEMPLATES
Make policy management more practical.
Start with a named owner, a clear current version and a review process your team can maintain. These resources support the proposed question-led policy builder, from preparing business information to reviewing the draft.
PRACTICAL POLICY MANAGEMENT
A clearer starting point.
Useful guidance for managing company policies, whether you use a shared folder, a spreadsheet or a dedicated system.
A practical policy review checklist.
A practical policy review checklist covering ownership, purpose, changes, approval, communication and review dates.
Read the guide →DOCUMENT CONTROLPolicy version control, without the confusion.
A simple approach to policy version numbers, change histories, approval status and superseded documents.
Read the guide →FREE CSV TEMPLATEA policy register you can start using today.
Download a free CSV policy register template with fields for policy reference, owner, version, status, approval and next review.
Get the template →POLICIES FROM YOUR BUSINESS ANSWERS
Explore the proposed builder.
From a question to a draft.
A fictional example shows how business answers could shape policy wording, including unanswered questions.
See how it works →Health & safety
Questions about your people, work activities, responsibilities and practical safety arrangements.
Explore the questions →Environmental
Questions about resource use, waste, activities with environmental impacts and realistic improvement commitments.
Explore the questions →Quality
Questions about customers, service standards, checks, feedback and how your business improves.
Explore the questions →04 / WORKING POLICY TYPETraining & competence
Questions about learning needs, induction, supervision, checks and records.
Explore the questions →